AI/MCP [setup guide] [Beta]
Setup | Tools | Troubleshooting | Resources
This guide explains how to leverage the Workamajig MCP (Model Context Protocol) server to connect an AI assistant — such as Claude — directly to Workamajig. Once connected, your AI assistant can query data, create and update records, log time, manage opportunities, and automate multi-step business workflows entirely through natural language.
You do not need to be a developer to use these capabilities. If you can describe a task in plain English, the AI can often execute it — or walk you through it step by step.
What is MCP?
The Model Context Protocol (MCP) is an open standard that lets AI assistants communicate directly with business software. The Workamajig MCP server exposes a set of "tools" that the AI can call to read and write data in Workamajig on your behalf — securely, accurately, and without manual data entry.
NOTES:
- This is brand new territory for all involved. Please be patient, as we are looking to our clients to experiment and see what's possible, and also what is desired from this use of the application.
- It appears that Co-Pilot requires the paid Agent feature to set this up (although there does seem to be a way to do this for free with some coding skills), just ask Co-Pilot how to connect to an MCP server for more info. We do not have steps on how to do this at this time. If you do accomplish getting this setup, please let us know how this was done and the steps involved.
- If you run into any issues or have suggestions, please email ai@workamajig.com.
Setup
Here are some AI program-specific guides to assist with your setup.
Claude
For this setup, we will be using claude.ai for our walk-through. Other AI assistants could be different in their custom connection settings for MCP.
- In your AI assistant (Claude), navigate to Customize→ Connectors->click the plus sign.
- Select … Add Custom Connector.
- Name the custom connector Workamajig.
- Enter the MCP URL for your server.
ie. https://#AppNumber.workamajig.com/api/beta1/mcp- Click Add.
- Click Connect on the next screen.
- Copy and past in the Company API Access Token and your API User Token from Workamajig.
- You will find the API access tokens by clicking on your name or avatar in the upper right hand corner of Workamajig.
Click Authorize.
On the next screen, choose Always Allow if that option is available. If not, leave the default.
Select New Chat and type in Workamajig Tools. You should see a list of areas that Claude can communicate with in Workamajig!
ChatGPT
To connect to our MCP server using ChatGPT, you must use the web browser version to set this up (at least for a free account you do). Afterwards, you can use the installed app with the same account, to use these features there.
To get started, open ChatGPT in your browser and create an account if you don't already have one.
- Click on your Name in the lower left corner, and then click on Settings.
- From the Settings screen, click on Apps and then Advanced Settings.
- From this screen, click the toggle next to Developer Mode, so it turns blue.
- Click Back to get back to the Apps section of the Settings, then click on Create app.
- From the New App screen, give it a Name (ie. Workamajig), and your server's Connection URL, leave the Authentication as OAuth, and check the box to accept Custom MCP Servers. Then click Create.
Example Connectionn URL:
https://APP##.workamajig.com/api/beta1/mcp- After a few moments, you will see a screen that says Sign in with Workamajig.
- This will then open another browser tab with the following screen.
- Copy the API User Token from your Workamajig User settings and paste it into the User Token above.
- Copy the API Company Token from your Workamajig User settings and paste it into the API Access Token above.
- Click Authorize.
You should now see the Workamajig App in the Settings screen of ChatGPT.
- From here, you MUST click Refresh to load all the currently available tools before attempting any new Chats. You can also toggle on Reference memories and chats for a better experience when using ChatGPT.
- You should now be able to scroll down and see the Actions available. Which means the tool is ready to use.
- For example, you can ask it to show you your current assignments.
- You will most likely get a one-time prompt that you will want to check Allow, so the Action can perform. And then get something like this.
Gemini
While the standard Gemini web app doesn't currently offer a plug-and-play UI for custom MCP connectors like the Claude interface you were looking at, the broader Gemini ecosystem **does** support private custom Model Context Protocol (MCP) connections through its developer and enterprise tools.
Here is how you can connect custom MCP servers to Gemini today:
### Where Gemini Supports MCP Connectors
* **Gemini CLI:** The most direct way to use custom MCP servers with Gemini is through the command line. You can connect both local and remote MCP endpoints (using stdio, SSE, or HTTP transports) to let Gemini interact with your private tools, databases, or files right from your terminal.
* **Gemini Code Assist:** If you use Gemini as a pair programmer in an IDE like VS Code or IntelliJ, you can configure custom MCP servers in your `~/.gemini/settings.json` file. This allows Gemini's agent mode to access your specific project management tools, internal documentation, or custom APIs while you code.
* **Gemini Enterprise:** For Google Workspace/Enterprise users, administrators can configure custom MCP endpoints globally as "Data Stores." Once set up by an admin, users can securely toggle these connections on directly inside the Gemini Enterprise chat interface.
### The Bottom Line
If you are looking for that simple "paste a URL and authorize" experience inside the consumer web chat (like the Workamajig setup you have in Claude), I don't have that capability built-in just yet. You would need to use one of the developer or enterprise methods mentioned above to connect your `app.workamajig.com` endpoint to Gemini.
Tools
You can get the current list of available tools in your AI application.
- Go to new chat and type in Workamajig Tools
- Go to customize->connectors and you will see the current list of tools
New tools could be released during future updates. If you receive that update and your current list of tools does not include the newest tools released you can go to:
Customize->connectors->click on the Workamajig Connector and then click the 3 dots in the upper right corner and click refresh tools. This will pull in any new tools that were release.
NOTE: Each AI App is different, and so the navigation and reference of refreshing the Tools/Actions may differ.
Troubleshooting
If you get an error while using any of our tools or skills, you can just ask your AI!
Type in "what exactly did the server return and exactly what did it send"
You can use the Copy button in your AI tool and paste the results to email support@workamajig.com.
Resources
Use connectors to extend Claude's capabilities - https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities
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